Fort LP’s Caterpillar CAT Stock Holding History

Fort LP’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$281K	Sell	719 -43	-6%	-$14.8K	0.71%	52
2024 Q2	$254K	Buy	762 +195	+34%	+$67.6K	0.65%	77
2024 Q1	$208K	Buy	+567	New	+$181K	0.52%	134

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fort LP's CAT Position: Q3 2024 in Review

Fort LP reduced its Caterpillar (CAT) stake by 5.6% in Q3 2024, selling an estimated $14.8K and leaving 719 shares worth $281K. The position accounts for 0.71% of the portfolio, ranked #52.

Fort LP first reported a position in CAT in Q1 2024 and has held it in 3 quarters since. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

Fort LP held 719 shares of Caterpillar worth $281K as of Q3 2024.
Fort LP sold 43 Caterpillar shares in Q3 2024, an estimated $14.8K.
Caterpillar made up 0.71% of Fort LP's portfolio in Q3 2024, its #52 holding.
Fort LP first reported a position in Caterpillar in Q1 2024 and has held it in 3 quarters since.
2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Fort LP's 13F filing for Q3 2024, filed 29 Oct 2024.